--- title: "Connect PandaDoc to Apify - APIANT.ai" description: "When \"Document completed\" fires in PandaDoc, your agent runs \"Run Task\" in Apify." canonical: "https://apiant.ai/connect/pandadoc-to-apify" --- # Connect PandaDoc to Apify When **Document completed** fires in [PandaDoc](https://apiant.ai/connections/pandadoc), your agent runs **Run Task** in [Apify](https://apiant.ai/connections/apify). Describe the whole flow and it is built, tested on every scenario and kept running. PandaDoc **3** triggers PandaDoc **19** actions Apify **18** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want PandaDoc and Apify to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What PandaDoc can start in Apify - When **Document completed** in PandaDoc then **Run Task** in Apify - When **Document updated** in PandaDoc then **Set Key-Value Store Record** in Apify Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with PandaDoc and Apify ## Triggers and actions 3 triggers · 37 actions - Trigger **Document completed** Polling trigger. Fires when a document reaches completed status. Dedup by document id. - Trigger **Document completed (instant)** Instant trigger: fires when a PandaDoc document reaches the completed state. Self-registering — APIANT creates the PandaDoc webhook when you turn the automation on and removes it when you turn it off, so there is nothing to paste. Only document_state_changed events with status document.completed are passed through; each fires once with the document id, name, status, created/modified/completed timestamps and the full document object. - Trigger **Document updated** Polling trigger. Fires when a document is created or changes status. Dedup by document id + date_modified. - Action **Change document status** Manually changes a document's status (e.g. to mark paid or voided). Only certain transitions are allowed. - Action **Create contact** Creates a new contact. - Action **Create document from template** Creates a new document from a template, with recipients, tokens, fields, and pricing tables. - Action **Create document link** Generates a shareable session link for a recipient to view/sign a document. - Action **Delete contact** Deletes a contact by ID. - Action **Delete document** Deletes a document by ID. - Action **Download document PDF** Returns the document as a PDF file. Use watermark options as needed. - Action **Find document by name** Finds a document by name and emits its ID. An error occurs if none or more than one is found. - Action **Get document details** Retrieves detailed data for a single document by ID, including recipients, tokens, fields, and metadata. - Action **Get document entered data** Emits arrays of field and token names and values for the specified document. - Action **Get document status** Returns the current status of a document by ID. - Action **Get template details** Retrieves details for a template by ID, including roles, fields, tokens, and pricing tables. - Action **List contacts** Lists contacts in the workspace. - Action **List documents** Lists documents, optionally filtered by status, template, folder, or search query. - Action **List folders** Lists document folders. - Action **List members** Lists workspace members (users). - Action **List templates** Lists available document templates. - Action **Send document** Moves a draft document to sent status, optionally emailing recipients with a subject and message. Set silent to suppress notifications. - Action **Update contact** Updates an existing contact by ID. - Action **Abort Actor build** Aborts an Actor build that is starting or running and returns the build's details. Builds that already finished, failed, timed out or are aborting are left unchanged. - Action **Abort Actor run** Aborts a running or starting Apify Actor run and returns the run's details, including its updated status. Runs that already finished, failed or timed out are left unchanged. - Action **Add dataset items** Appends one or more items to the end of an Apify dataset. - Action **Delete key-value store record** Deletes a record, identified by its key, from an Apify key-value store. - Action **Fetch Dataset Items** Returns all items stored in an Apify dataset, such as the results scraped by an Actor run, with optional field selection and cleanup. - Action **Find Last Actor Run** Returns the most recent run of an Actor, optionally limited to runs with a given status or started a given way, including its status, timing and the ids of its default dataset and key-value store. - Action **Find Last Task Run** Returns the most recent run of an Apify Actor task, optionally limited to runs with a given status or origin. - Action **Get Actor** Returns all the details of an Apify Actor, including its versions, default run options, statistics and pricing. - Action **Get Actor run** Returns the details of one Actor run, including its status, timing, statistics, costs and the IDs of its default dataset, key-value store and request queue. Can optionally wait up to 60 seconds for the run to finish. - Action **Get Key-Value Store Record** Returns the value stored under a key in an Apify key-value store, such as an Actor run's output or input record. - Action **Get task** Returns the details of an Apify Actor task, including its saved input, run options, and run statistics. - Action **List Actor runs** Returns the runs of one of your Apify Actors, with each run's status, start and finish times, cost and the IDs of its default dataset and key-value store. Can be filtered by status and start date. - Action **List Actors** Returns the Actors you created or have used in your Apify account, with each Actor's ID, name, owner username, title and usage stats. - Action **List datasets** Returns the datasets in your Apify account, with each dataset's id, name, item count and timestamps. - Action **List tasks** Returns the Actor tasks you have created or used, with each task's id, name, Actor and run stats. - Action **Run Actor** Starts a run of an Apify Actor with the input you provide and returns the new run, including its status and the IDs of its default dataset and key-value store. - Action **Run Task** Starts a run of one of your saved Apify Actor tasks, optionally overriding parts of its input, and returns the new run with its status and storage IDs. - Action **Set Key-Value Store Record** Saves a value under a key in an Apify key-value store, replacing any existing record with the same key. ## Each app on its own - [ **PandaDoc** PandaDoc helps you build and deliver sales quotes and proposals and track presentations and close deals...](https://apiant.ai/connections/pandadoc) - [ **Apify** Apify is a full-stack platform where developers build, deploy, and monitor web scraping tools.](https://apiant.ai/connections/apify) Reviews ## What our customers say ## More from PandaDoc - [ **PandaDoc to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pandadoc-to-salesforce) - [ **PandaDoc to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/pandadoc-to-stripe) - [ **PandaDoc to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/pandadoc-to-shopify) - [ **PandaDoc to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/pandadoc-to-quickbooks-online) - [ **PandaDoc to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pandadoc-to-pipedrive) - [ **PandaDoc to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/pandadoc-to-trello) ## More into Apify - [ **HubSpot to Apify** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-apify) - [ **Salesforce to Apify** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-apify) - [ **Slack to Apify** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-apify) - [ **Google Sheets to Apify** Google Sheets](https://apiant.ai/connect/google-sheets-to-apify) - [ **Gmail to Apify** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-apify) - [ **Google Calendar to Apify** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-apify) Questions ## PandaDoc and Apify, answered ### ### What can start an automation from PandaDoc? Any of PandaDoc's 3 triggers in the catalog, including Document completed, Document completed (instant) and Document updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Apify when something happens in PandaDoc? Any of Apify's 18 actions, including Abort Actor build, Abort Actor run, Add dataset items and Fetch Dataset Items. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Apify to PandaDoc? Apify has no triggers in the catalog today, so automations start in PandaDoc. If you need the other direction, ask: your agent reads Apify's API documentation and adds it. ### ### Do I have to build a connector for PandaDoc or Apify? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use PandaDoc and Apify without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.